| |
Institutional
Holders
Total
Institutions:
 |
82  0 |
|
|
Total
shares held :
|
3,446,520 |
|
|
% of shares
held :
|
9.31% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
 -3 |
|
|
Amount
of shares held :
|
173,505 |
|
|
% of shares
held change :
|
0.47% |
|
| Quarter
Price vs. Current Price:
|
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
|
|
Last
Quarter's Starting
Price :
|
N/A |
|
|
Last
Quarter's Ending
Price :
|
N/A |
|
|
Last
Quarter's Average
Price :
|
N/A |
|
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
|
(%) |
|
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio
Position |
New/Closed
Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
  Advisor Group Holdings Inc. |
557 |
- |
2023-12-31 |
421,244 |
$16,249,000 |
-261,624 |
|
| COMMONWEALTH EQUITY SERVICES LLC. |
749 |
- |
2024-03-31 |
268,602 |
$10,850,000 |
-1,768 |
|
| ENVESTNET ASSET MANAGEMENT INC |
1400 |
- |
2023-12-31 |
276,627 |
$10,711,000 |
-31,996 |
|
| Mutual Advisors LLC |
61 |
- |
2024-03-31 |
229,047 |
$9,252,000 |
-1,468 |
|
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
1077 |
- |
2024-03-31 |
136,308 |
$5,506,000 |
-561 |
|
| CWM LLC |
502 |
- |
2024-03-31 |
82,081 |
$3,316,000 |
-15,783 |
|
| Tanglewood Legacy Advisors LLC |
13 |
- |
2024-03-31 |
64,546 |
$2,607,000 |
-2,765 |
|
| ADVISORY SERVICES NETWORK, LLC |
361 |
- |
2023-12-31 |
65,776 |
$2,547,000 |
-7,618 |
|
| MARINER WEALTH ADVISORS, LLC |
1011 |
- |
2023-12-31 |
57,384 |
$2,222,000 |
-3,848 |
|
| Rockefeller Capital Management L.P. |
888 |
- |
2023-12-31 |
54,440 |
$2,108,000 |
-80 |
|
| ATRIA INVESTMENTS LLC |
598 |
- |
2023-12-31 |
51,294 |
$1,986,000 |
-7,013 |
|
| MULTIFINANCIAL SECURITIES CORP |
524 |
- |
2023-12-31 |
48,642 |
$1,883,000 |
-6,430 |
|
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
1320 |
- |
2024-03-31 |
45,504 |
$1,838,000 |
-4,244 |
|
| Sunbelt Securities Inc. |
111 |
- |
2024-03-31 |
42,363 |
$1,711,000 |
-4,361 |
|
| Keystone Wealth Services LLC |
45 |
- |
2024-03-31 |
42,325 |
$1,710,000 |
-4 |
|
| Echo Wealth Management LLC |
19 |
- |
2024-03-31 |
40,955 |
$1,654,000 |
-448 |
|
| Spire Wealth Management |
287 |
- |
2024-03-31 |
38,137 |
$1,540,000 |
-2,540 |
|
| Atria Wealth Solutions Inc. |
694 |
- |
2023-12-31 |
38,790 |
$1,502,000 |
-5,605 |
|
| JANNEY MONTGOMERY SCOTT LLC |
1616 |
- |
2024-03-31 |
20,596 |
$832,000 |
-13,615 |
|
| Integrity Financial Corp /WA |
58 |
- |
2024-03-31 |
13,995 |
$565,000 |
-930 |
|
| CITADEL ADVISORS LLC |
3576 |
- |
2023-12-31 |
13,208 |
$511,000 |
-6,806 |
|
| OLD MISSION CAPITAL LLC |
639 |
- |
2023-12-31 |
11,959 |
$463,000 |
-43,719 |
|
| NBC SECURITIES INC. |
521 |
- |
2024-03-31 |
9,310 |
$376,000 |
-3,776 |
|
| RAYMOND JAMES & ASSOCIATES |
3217 |
- |
2024-03-31 |
9,087 |
$367,000 |
-759 |
|
| Mayfair Advisory Group LLC |
79 |
- |
2024-03-31 |
8,797 |
$355,000 |
-22,366 |
|
| WEDBUSH MORGAN SECURITIES INC |
715 |
- |
2023-12-31 |
8,700 |
$337,000 |
-285 |
|
| Integrated Wealth Concepts LLC |
1196 |
- |
2023-12-31 |
8,614 |
$334,000 |
-2,566 |
|
| American Planning Services Inc. |
35 |
- |
2023-12-31 |
7,569 |
$293,000 |
-1,592 |
|
| Commonwealth Financial Services LLC |
140 |
- |
2023-12-31 |
7,191 |
$278,000 |
-5,536 |
|
| Ameritas Advisory Services LLC |
621 |
- |
2023-12-31 |
6,107 |
$241,000 |
-6,985 |
|
| Delta Investment Management LLC |
177 |
- |
2023-12-31 |
6,079 |
$235,000 |
-3,042 |
|
| AXXCESS WEALTH MANAGEMENT LLC |
755 |
- |
2023-12-31 |
5,554 |
$215,000 |
-11,053 |
|
| ROYAL BANK OF CANADA |
4879 |
- |
2023-12-31 |
2,904 |
$112,000 |
-7,368 |
|
| PROEQUITIES INC. |
888 |
- |
2024-03-31 |
2,661 |
$107,000 |
-29,216 |
|
| ALPHAMARK ADVISORS LLC |
344 |
- |
2024-03-31 |
1,180 |
$48,000 |
-800 |
|
|
35 Records found
|
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